Unclaimed
Raymond Irizarry-torres is an active investment advisor representative with MML Investors Services, LLC and has been in the industry since 2008. Raymond holds multiple licenses including Series 6, 7, 24, 63, and 66. Raymond has experience providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Raymond has previous experience with AXA Advisors, LLC and is also a licensed insurance agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
PR
03/27/2015 - Present
MML Investors Services, LLC (SAN JUAN PR)
PR
06/16/2008 - 07/26/2012
AXA ADVISORS, LLC (HATO REY PR)
BOTH
Issued 02/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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